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Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG

144 hedge funds and large institutions have $421M invested in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

8% more funds holding

Funds holding: 133 → 144 (+11)

4% more capital invested

Capital invested by funds: $406M → $421M (+$15.8M)

0.17% more ownership

Funds ownership: 14.19% → 14.36% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
144
Holders Change
+11
Holders Change %
+8.27%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
24
Increased
47
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.02M
2
LPL Financial
LPL Financial
California
+$1.72M
3
NMC
Nine Masts Capital
Hong Kong
+$1.46M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.25M
5
GC
Guggenheim Capital
Illinois
+$864K

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$8.63M
2
BCI
Brinker Capital Investments
Pennsylvania
-$2.64M
3
Stifel Financial
Stifel Financial
Missouri
-$1.22M
4
Cohen & Steers
Cohen & Steers
New York
-$1.02M
5
CAN
Cetera Advisor Networks
California
-$714K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
101
Sutton Wealth Advisors
Florida
$82K +$82.5K +8,629 New
TCOV
102
Trust Company of Vermont
Vermont
$73K – – –
GWM
103
Geneos Wealth Management
Colorado
$72K -$3.16K -330 -4%
US Bancorp
104
US Bancorp
Minnesota
$70K +$10.1K +1,058 +17%
GP
105
Girard Partners
Pennsylvania
$53K +$54.4K +5,683 New
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$48K – – –
CCMW
107
Cypress Capital Management (Wyoming)
Wyoming
$48K – – –
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$43K -$12.3K -1,289 -22%
KF
109
Krilogy Financial
Missouri
$40K +$40.4K +4,225 New
TC
110
Trilogy Capital
California
$39K +$10.1K +1,057 +35%
AWMS
111
Advocacy Wealth Management Services
Georgia
$38K – – –
MFW
112
Mosaic Family Wealth
Missouri
$33K – – –
CFGS
113
Concourse Financial Group Securities
Alabama
$31K +$31.2K +3,259 New
IGGA
114
Iron Gate Global Advisors
Utah
$30K – – –
FMP
115
Financial Management Professionals
Texas
$27K – – –
CPA
116
Cowen Prime Advisors
New York
$26K – – –
CFA
117
Carroll Financial Associates
North Carolina
$26K +$8.61K +900 +48%
AP
118
Arlington Partners
Alabama
$25K +$25.1K +2,626 New
S
119
SignatureFD
Georgia
$21K -$4.78K -500 -19%
BCM
120
Brasada Capital Management
Texas
$19K – – –
MSA
121
Marino Stram & Associates
Massachusetts
$19K – – –
AF
122
Advisornet Financial
Minnesota
$19K +$13.6K +1,421 +253%
BC
123
Barnett & Company
Tennessee
$17K – – –
FIB
124
First Interstate Bank
Montana
$17K – – –
TPWA
125
TRUE Private Wealth Advisors
Oregon
$16.5K +$16.6K +1,740 New
3 4
5
6 7

EXG Hedge Fund Activity: Q3 2018 in Review

144 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) for Q3 2018, worth a combined $421M — up 3.9% from $406M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EXG positions and 13 closed out — a net gain of 11 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.02M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $8.63M sold.

  • 144 institutional investors held Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) as of Q3 2018, up from 133 in Q2 2018.
  • Funds reported $421M of Eaton Vance Tax-Managed Global Diversified Equity Income Fund stock for Q3 2018, up 3.9% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Tax-Managed Global Diversified Equity Income Fund positions in Q3 2018 and 13 closed out, a net change of +11 holders.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund buyer in Q3 2018 was Morgan Stanley, an estimated $3.02M added.
  • The largest Eaton Vance Tax-Managed Global Diversified Equity Income Fund seller in Q3 2018 was Cornerstone Wealth Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q3 2018.